While at a conference in Seoul, I was impressed by Niall Fergusun’s passion and clarity as he declared we are at the start of Cold War 2.0 between the U.S. and China
After an attack on Saudi Arabia’s oil infrastructure, the Trump administration again supports the Saudi position and not only blames Iran but appears to be ready to go to war. Interestingly enough, world oil markets do not seem especially concerned and have gone back to normal.
This summer I spent a few days in Singapore and Manila meeting with executives, former students, and some diplomats speaking about geo-politics and the link to business. Not surprisingly the biggest geo-political concern facing the people I met in both places was China and the complex relationship between China and the United States.
After meeting with over 100 IESE Alumni, guests and perspective students, the geo-political situation of the country and the agenda of Narendra Modi is more unclear to me than when I arrived although no one appears to planning for war with Pakistan
Last night I spoke with IESE Alumni and guests in San Fransisco about Geo-politics and will go on to 3 cities in India, Singapore, and Manila this summer.